China Portfolio Rebalance
Portfolio rebalancing analysis for A-share wealth management portfolios.
Install
npx skills add jwangkun/claude-for-financial-services-cn --skill china-portfolio-rebalance -g -a claude-code -y- Repository
- jwangkun/claude-for-financial-services-cn881
- Category
- Engineering
- Updated
- 2mo ago
- License
- Apache-2.0
- Context cost
- Lightabout 1,260 tokens
- Runs scripts
- No, instructions only
What it does
Portfolio rebalancing analysis for A-share wealth management portfolios. Analyzes allocation drift, generates rebalancing trades, and optimizes for tax efficiency. Adapted from the original portfolio-rebalance skill for Chinese portfolios. Triggers on "A股组合再平衡", "调仓", "rebalance China", "portfolio rebalance A-share", "rebalance portfolio", or "adjust allocation [client]".
china-portfolio-rebalance
Purpose
Perform A股投资组合再平衡, analyze allocation drift, generate rebalancing recommendations, and optimize trade execution.
Data Sources
Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
get_quote(ticker) → Current prices for holdings
get_historical_data(ticker) → Tax lot / cost basis context
Secondary Sources
- Portfolio management system
- Wind / Choice, market data
- Tax rules, A-share tax treatment
Workflow
Step 1: Current Allocation
Portfolio snapshot:
| Asset Class | Target % | Current % | Drift | Market Value | Action |
|---|---|---|---|---|---|
Within A-share equity:
| Sector | Target | Current | Drift | Action |
|---|---|---|---|---|
| 消费 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 科技 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 医药 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 金融 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 新能源 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 其他 | XX% | XX% | ±X% | Buy/Sell/Hold |
Step 2: Identify Drift
Drift thresholds:
| Drift Level | Action |
|---|---|
| ±2% | Monitor, no action |
| ±3-5% | Consider rebalancing |
| ±5%+ | Rebalance recommended |
Drift causes:
- Market price movements
- Dividend reinvestment
- Previous trades
- Cash flows (contributions/withdrawals)
Step 3: Generate Rebalancing Trades
Rebalancing logic:
| Situation | Action |
|---|---|
| Sector overweight + price up | Trim position |
| Sector underweight + price down | Add to position |
| Overweight + price down | Monitor (may converge) |
| Underweight + price up | Monitor (may converge) |
Trade list:
| Action | Ticker | Security | Current % | Target % | Trade Amount | Est. Shares |
|---|---|---|---|---|---|---|
| Buy | ||||||
| Sell | ||||||
| Hold |
